Wednesday, October 31, 2012

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AAPL: More on Apple: 1) Engadget's review of the...

6:33 PM More on Apple: 1) Engadget's review of the updated regular iPad finds it delivers more than a 2x performance boost relative to the 3rd-gen model, and a slight improvement in battery life. 2) CNET's lengthy profile of Internet software/services chief Eddy Cue, now in charge of Maps and Siri, depicts a tough negotiator with a knack for improving disappointing products. Cue turned MobileMe into iCloud, but he has also been in charge of iTunes, one of Apple's less beloved software offerings, judging by user ratings. (Read the comments on this)

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AAPL: Don't Count Apple Out Just Yet

Don't Count Apple Out Just Yet
by Saibus Research

When Apple (AAPL) recently reported that its results missed consensus expectations, all of Apple's detractors let out a collective cheer that was so loud, it broke the sound barrier up here in Boston. While we did not publish a Q4 2012 estimate for Apple, we were more than content with the $7.65 EPS estimate provided by Apple's management. We were satisfied with this estimate because Apple's management guidance called for a 7.8% increase in its EPS during the quarter and the company generated 23%. Apple reported quarterly revenue of $36B and quarterly profit of $8.2B, or $8.67 EPS. Apple saw strong corporate-wide growth due to strong sales growth from its key product lines. Revenue enjoyed a strong 27% increase versus Q4 2011 and EPS grew by 23%. read more »

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AAPL: With shares below $600, Apple (AAPL -1.4%)...

6:17 PM With shares below $600, Apple (AAPL -1.4%) bear Doug Kass has decided to take a small trading long position. Kass thinks his concerns are now baked in, and expects Apple to hold its 200-day moving average of $588. Meanwhile, Apple's traditional defenders on the Street continue praising its management overhaul (I, II): JPMorgan is relieved Jony Ive is sticking around, and RBC argues John Browett's removal was necessary in light of how he alienated retail workers. (earlier) (Read the comments on this)

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LNKD: Notable earnings after Thursday’s close:...

5:35 PM Notable earnings after Thursday’s close: AIG, AIV, ALSK, ATML, BKD, BMR, CAR, CENX, CHK, DCT, DDR, DWA, EIX, EQIX, FLR, FSLR, GLUU, HAIN, HIG, HTGC, INT, ITMN, JMBA, JOE, KERX, KOG, LIFE, LLNW, LNC, LNKD, LVS, MDLZ, MELI, MNKD, NEM, NGD, NKTR, NLY, OMPI, ONNN, ONXX, OPEN, PBI, PCLN, ROVI, RSG, SAM, SBUX, SHO, SKUL, SPWR, SWKS, SWN, TRIP, UNTD, VNO, VRTX, WBMD, WIT, WPRT, YELP, ZAGG, ZIOP (Read the comments on this)

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GOOG: Gmail (GOOG) is now the world's most popular...

5:39 PM Gmail (GOOG) is now the world's most popular PC e-mail service, per comScore: the research firm estimates Gmail saw 287.9M monthly unique visitors in October, putting it ahead of Hotmail's 286.2M. Once-dominant Yahoo Mail came in third with 281.7M visitors, though it still leads in the U.S. Back in June, Google claimed it had 425M total monthly active Gmail users (includes mobile-only users). Google monetizes Gmail via PC ads and Google Apps subscriptions. (Read the comments on this)

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3 Facts About the Economy That Should Freak You Out

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Hadoop Powers Data Modeling | Cancer Social Network Shines

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InformationWeek Healthcare
  Wednesday, October 31, 2012
News   |   Commentary   |   Slideshows   |   Reports   |   Videos   |   Events   |   RSS Feeds  
MUST READ
Healthcare Data Modeling Gets Hadoop Boost
By Jeff Bertolucci
Healthcare firm Archimedes uses Hadoop and Univa software to streamline modeling operation.

Cancer Social Network Supports Meaningful Use Goals
Breast cancer patients and survivors show more engagement in their care, a key Meaningful Use stage 2 goal, with the help of social network MyBCTeam.

CIO Profiles: Mark Boxer Of Cigna
An aging population is shaking up healthcare IT, says this tech chief.

DoD, VA To Expand Health Data Exchange Pilot
Year-long test has already signed up 56,000 veterans; plug-and-play testing for nationwide exchange to play role in expansion.

PremierConnect Links Doctors, Brings Data Out Of Silos
With the help of Perficient and IBM, Premier healthcare alliance and PremierConnect let physicians share best practices and data.

Health IT Holds Key To Better Care Integration
IT-enabled care coordination is a key component of patient safety. Healthcare organizations must invest in technology infrastructure to enable complex medical care.

ALSO SEE
Research: 2012 State of IT Staffing
Managing the Explosion of Medical Data
Windows 8 Vs. Windows RT: 8 Key Differences
Protecting High-Value Data in a Post-Firewall World
InformationWeek Unified Threat Management Vendor Evaluation Survey

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REPORTS & WHITEPAPERS
FEATURED REPORTS
Research: 2012 State of IT Staffing
Forty-seven percent of business technology pros we surveyed say staffing at their companies has increased over a year ago, and just 18% say it's decreased. The standout is app dev, with 25% of respondents putting it in the top two categories of growth. Find out what other skills are sought after and whether that demand translates into more hiring in this report.
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Research: 6 Big Data Lies
Our 2013 Big Data Survey shows we're not lacking facts, figures or the tools to wrangle them. So why do just 9% rate themselves as extremely effective users of data? And how do we expect to improve when just 31% have a wide array of business users accessing information and just 20% plan to grow their dedicated analytics teams?
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FEATURED WHITEPAPERS
Managing the Explosion of Medical Data
The explosion of data, fueled in large part by the growth of electronic medical records (EMRs), is presenting significant challenges for healthcare IT organizations. This white paper looks at the explosion of healthcare-related information, and how organizations can address the significant challenges of managing and securing these vast resources.
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How Technology Executives are Managing the Shift to BYOD Abstract
As healthcare personnel increasingly use their own mobile devices at work, IT departments need to ensure a high-level of data protection, manageability and regulatory compliance. This white paper discusses the benefits and challenges of BYOD and how client virtualization, virtual desktop strategies and solutions that address multivendor device management can help IT departments maintain control.
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MOST POPULAR NEWS
Windows 8 Vs. Windows RT: 8 Key Differences
With the introduction of Windows 8 and Windows RT, Microsoft splits its flagship OS into two distinct flavors. Examine the most important contrasts.

Surface With Windows RT: A Winner Despite Apps
Microsoft's Surface tablet with Windows RT is the first worthwhile post-PC device in our post-PC world. What it lacks in apps is compensated for by a near-desktop-class browser.

Windows Phone 8: Star Features
Microsoft pulled out all the stops to introduce its new mobile OS -- but will it be enough to tempt iOS and Android users?

Google Gmail Learns New Tricks
Revised Gmail interface makes it easier to write messages.

8 Cool Windows 8 Tablets
As Microsoft and its hardware partners produce Windows 8 devices in droves, here's a look at some of the more noteworthy launches.





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WEBCASTS
Protecting High-Value Data in a Post-Firewall World
In this live webcast you'll hear from world-class experts in the field of cybersecurity, discussing how organizations of all sizes can effectively and affordable protect themselves and their high-value data from constantly-evolving attacks in today's post-firewall world. It happens Tuesday, November 13, 2012. More Information & Registration

Click here
 
RESOURCES AND EVENTS
InformationWeek Unified Threat Management Vendor Evaluation Survey
We are conducting a survey to determine what's important to you when you're choosing unified threat management vendors as well as how the vendors are actually doing against those criteria.
Survey ends Nov. 2



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